D Aceto Services LLC is seeking a motivated and customer-focused Client Service Associate to join our remote team. In this role, you will be the primary point of contact for our clients, ensuring they receive exceptional service and support. Provide accurate information about products and services t...
Join our team as the Client Services Associate for the Philadelphia & Tri-County region!. Experience in agency staffing, recruiting, selling services to Human Resources, and business owners is preferred. ...
The firm is seeking a Client Service Associate to join our Private Client Division in Jenkintown, PA. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, inv...
The Client Service Associate is a member of the Client Service organization that includes approximately 50 Client Service Associates located across Sequoia's footprint. The client service associate works with Advisors to support the day to day needs of our clients. We seek a motivated, self-starting...
If you are looking for an exciting career opportunity in a growing industry, a Client Services Associate could be the position for you. The Client Services Associate will:. Qualifications for a Client Services Associate:. Focus on managing coordination of client services and emergent scheduling issu...
Experienced Associates with our Alternative Investment Funds practice, Experienced Associates work with multiple teams to serve a variety of complex clients, including hedge funds, private equity, real estate, fund of funds and venture capital. We stand as a trailblazing force with the most extensiv...
The successful candidate will possess excellent communication and organizational skills and will be able to work both independently and as a member of a support team whose goal is to provide the highest level of service to our patients and clients. Busy equine veterinary practice located in Harleysv...
Experienced Associates with our Alternative Investment Funds practice, Experienced Associates work with multiple teams to serve a variety of complex clients, including hedge funds, private equity, real estate, fund of funds and venture capital. We stand as a trailblazing force with the most extensiv...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Registered Client Service Associate**. Onboard and maintain client accounts, including collecting client information and r...
The Client Service Associate acts as an advocate for our clients, connecting them with the necessary resources and providing valuable feedback to improve our products and services. The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. The majority of commu...
The Client Service Associate develops strong relationships with their clients that begins with supporting new clients through their transition from implementation to the Advisor Services Team. Client Service Associate - Tamarac Reporting. The Tamarac Reporting team is looking for a Client Service As...
Senior Associate, Business Tax Services - Private Clients. Provide tax compliance and advisory services to owners and senior executives of KPMGs private client base which focuses on ultra-high net worth individual, trust and estate clients. Experience managing multiple client engagements and client ...
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inquiries, providing guidance and making sure key informati...
We are looking for Client Service Associate – Advisor to deliver consultation and support to financial advisors through inbound calls. Provide support and training to clients, specializing in helping advisors with website navigation of the Envestnet platform, and Operational Support for our RIA clie...
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service...
Providing proactive sales support to assign customer accounts by developing close relationships with the customer base and inside sales teams. Make outbound calls to current customers with the intent of scheduling additional services or offering maintenance plans. Confer with customers by telephone ...
The Client Operations Associate is responsible for the accurate and timely accounting of the investable assets held by the company’s clients and for assisting with reporting and reconciliation of client accounts. We are searching for a diligent Client Operations Associate to join our client...
Do you have a passion for animals and a talent for delivering outstanding customer service?. In this vital role, you'll ensure our clients and their pets receive the best care from start to finish. Our friendly and passionate team works hard to ensure a positive experience for every client and t...
The Client Services Manager position is ideal for any competitive individual who is looking to challenge themselves and take their career to the next level. QUALIFICATIONS FOR CLIENT SERVICES MANAGER (CSM):. Ensure client, consumer and referral source expectations are understood and met while addres...
You will be assisting customers with the purchase of their vehicles, collecting funds, and scheduling vehicles for auction. ...
Our Customer Service Representatives use a team approach to achieve truly remarkable service levels for both our clients and external customers. Our Customer Service Representative position is more than just a job, it's an opportunity. All we ask of our Customer Service Representatives is to put in ...
As our Customer Service Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. Develop leads, schedule appointments, identify c...
The Client Care Specialist is responsible for providing an assigned group of clients and their employees with exceptional client services through daily problem resolution, claim/billing investigations, and timely response to questions, proactive communication, informational updates, and quality assu...
Responsible for ad hoc and ongoing project work with existing clients, implementation of new clients, maintaining client information and contact list in sales force and ensuring all services are working and delivered in a timely manner. Workplace Client Service Specialist. The Workplace Client Servi...